Anic Equity¶
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Total return since start: 0.555 %¶
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Equity now: -----------------------------> 47509.09 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46114.24 Kr¶
PnL: ---------------------------------------> -774.33 Kr¶
DD now: ---------------------------------> -2.305 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-13 16:45:39.964601'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -3.210000 | 3135.600000 | 164.600000 | 5.540000 | 2971.000006 |
| HEBA B | 70 | -1.380000 | 2758.000000 | 122.000000 | 4.630000 | 2636.000010 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.140000 | 426.000000 | 71.000000 | 20.000000 | 355.000000 |
| Corem Property Group B | 59 | -2.240000 | 643.100000 | 66.100000 | 11.460000 | 576.999999 |
| HMS Networks | 2 | -0.670000 | 710.800000 | 37.800000 | 5.620000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 1.720000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Coor Service Management Hold. | 8 | 0.590000 | 547.600000 | 15.600000 | 2.930000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.600000 | 259.680000 | 13.680000 | 5.560000 | 246.000000 |
| Eastnine | 4 | -1.260000 | 503.200000 | 12.200000 | 2.480000 | 491.000000 |
| Resurs Holding | 22 | 0.300000 | 585.420000 | 11.420000 | 1.990000 | 573.999998 |
| OEM International B | 7 | -1.910000 | 538.300000 | 10.300000 | 1.950000 | 527.999997 |
| Norva24 Group | 16 | -4.220000 | 551.680000 | 8.680000 | 1.600000 | 543.000000 |
| Karnov Group | 9 | 2.540000 | 544.500000 | 8.500000 | 1.590000 | 536.000004 |
| Midsona B | 63 | -2.400000 | 590.310000 | 7.310000 | 1.250000 | 582.999984 |
| Boozt | 12 | 1.840000 | 1660.800000 | 6.800000 | 0.410000 | 1653.999996 |
| Intrum | 4 | -0.630000 | 532.600000 | 5.600000 | 1.060000 | 527.000000 |
| Essity A | 4 | 0.350000 | 1154.000000 | 5.000000 | 0.440000 | 1149.000000 |
| Essity B | 2 | -0.520000 | 577.000000 | 3.000000 | 0.520000 | 574.000000 |
| MedCap | 2 | -1.400000 | 424.000000 | 3.000000 | 0.710000 | 421.000000 |
| Creaspac SPAC | 6 | 0.420000 | 579.600000 | 2.600000 | 0.450000 | 577.000002 |
| AcadeMedia | 12 | 0.740000 | 558.960000 | 1.960000 | 0.350000 | 557.000004 |
| Handelsbanken A | 5 | -1.840000 | 546.750000 | 0.750000 | 0.140000 | 546.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -3.610000 | 560.700000 | -1.300000 | -0.230000 | 562.000005 |
| Swedbank A | 3 | -1.470000 | 561.750000 | -2.250000 | -0.400000 | 564.000000 |
| Securitas B | 6 | -0.570000 | 563.760000 | -6.240000 | -1.090000 | 570.000000 |
| Nordea Bank Abp | 29 | -1.310000 | 3445.200000 | -8.800000 | -0.250000 | 3453.999992 |
| CTEK | 13 | 0.940000 | 517.920000 | -16.080000 | -3.010000 | 533.999999 |
| International Petroleum Corp. | 5 | 1.370000 | 519.500000 | -75.070000 | -12.630000 | 594.565215 |
| Vivesto | 1368 | -4.150000 | 530.510000 | -82.490000 | -13.460000 | 612.999432 |
| SAAB B | 8 | -0.630000 | 3279.200000 | -97.800000 | -2.900000 | 3377.000000 |
| Sampo Oyj SDB | 7 | -0.830000 | 3745.000000 | -105.000000 | -2.730000 | 3850.000000 |
| OX2 | 18 | 0.000000 | 1544.400000 | -119.600000 | -7.190000 | 1663.999992 |
| Axfood | 13 | -0.540000 | 3559.400000 | -196.600000 | -5.230000 | 3756.000001 |
| Fasadgruppen Group | 35 | -1.770000 | 3493.000000 | -318.000000 | -8.340000 | 3810.999990 |
| Ovzon | 52 | -0.340000 | 3016.000000 | -346.000000 | -10.290000 | 3361.999992 |
| TOTAL | 46114.240000 | -774.330000 | -2.30476% | 46888.564618 |
Updated:¶
'2023-01-13 16:45:52.338692'
None
Last optimization/rebalancing:¶
'2022-12-04'
Next optimization/rebalancing:¶
'2023-01-13'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
